SIAG
GEV icon

Safeguard Investment Advisory Group’s GE Vernova GEV Stock Holding History

Safeguard Investment Advisory Group’s Portfolio GEV Stock Details GEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Buy
323
+8
+3% +$8.16K 0.09% 109
2026
Q1 		$275K Buy
315
+6
+2% +$4.68K 0.08% 103
2025
Q4 		$202K Buy
+309
New +$188K 0.05% 141

Other funds holding GEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Safeguard Investment Advisory Group's GEV Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its GE Vernova (GEV) stake by 2.5% in Q2 2026, buying an estimated $8.16K and bringing the position to 323 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #109.

Safeguard Investment Advisory Group first reported a position in GEV in Q4 2025 and has held it in 3 quarters since. 3,429 funds tracked by Wall St. Rank hold GEV as of Q2 2026.

  • Safeguard Investment Advisory Group held 323 shares of GE Vernova worth $380K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 8 GE Vernova shares in Q2 2026, an estimated $8.16K.
  • GE Vernova made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #109 holding.
  • Safeguard Investment Advisory Group first reported a position in GE Vernova in Q4 2025 and has held it in 3 quarters since.
  • 3,429 funds tracked by Wall St. Rank held GE Vernova as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.